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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
2376
Smith Thornton Advisors
Alabama
$348K – – –
OSNBOA
2377
Old Second National Bank of Aurora
Illinois
$347K -$75K -225 -20%
SPWM
2378
Spartan Planning & Wealth Management
North Carolina
$346K +$297K +892 New
CWM
2379
Chemistry Wealth Management
New York
$346K – – –
MWM
2380
MinichMacGregor Wealth Management
New York
$346K -$7K -21 -2%
CAM
2381
Costello Asset Management
Pennsylvania
$346K – – –
KWM
2382
Keebeck Wealth Management
Illinois
$345K +$3K +9 +1%
HAS
2383
HBW Advisory Services
California
$344K +$28.7K +86 +11%
PHS
2384
Pekin Hardy Strauss
Illinois
$344K +$33.3K +100 +13%
MAG
2385
Mayfair Advisory Group
Alabama
$343K -$6.33K -19 -2%
HC
2386
Hamilton Capital
Ohio
$342K -$4.33K -13 -1%
RCM
2387
Requisite Capital Management
Texas
$342K +$1K +3 +0.3%
JF
2388
JSF Financial
California
$342K -$15K -45 -5%
EA
2389
Eclectic Associates
California
$341K -$667 -2 -0.2%
WA
2390
Waterford Advisors
New York
$340K +$2.48M +7,439 +848%
HAG
2391
HF Advisory Group
Maryland
$340K +$46.7K +140 +19%
AWM
2392
Adams Wealth Management
Utah
$340K – – –
CI
2393
CacheTech Inc
Utah
$340K – – –
BW
2394
BXM Wealth
Colorado
$339K +$14.3K +43 +5%
SWA
2395
Strategies Wealth Advisors
Michigan
$339K -$2.67K -8 -0.9%
WCM
2396
Wedge Capital Management
North Carolina
$339K -$14.7K -44 -5%
LF
2397
LifePlan Financial
Minnesota
$339K -$2K -6 -0.7%
CJ
2398
Caitlin John
Michigan
$339K +$291K +873 New
WSFG
2399
Wall Street Financial Group
Illinois
$339K +$291K +873 New
MWA
2400
Medallion Wealth Advisors
Connecticut
$338K – – –
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96
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